Estate Planning Attorney
Malone Law P.C.
full-time
Posted on:
Location Type: Office
Location: Virginia Beach • Virginia • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead paid strategy sessions with clients
- Draft and oversee execution of customized estate planning documents
- Maintain proactive communication with clients
- Conduct periodic reviews of existing client plans
- Actively participate in firm-wide meetings and training events
Requirements
- Deep understanding of estate, trust, tax, and asset protection strategies
- Experience in managing estate planning matters
- Strong communication skills
- Ability to educate clients on estate planning instruments
- Knowledge of state and federal laws related to estate planning, gift, and generation-skipping transfer taxation
Benefits
- Compensate clients thoughtfully through comprehensive estate plans
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate planningtrust strategiestax strategiesasset protection strategiesestate planning instrumentsgift taxationgeneration-skipping transfer taxation
Soft skills
communication skillsclient educationproactive communication